Ae Wealth Management LLC Purchases in Q4 2024

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NJR
New Jersey Resources Corp

Utilities
3.09K
+ 19.25%
$45.17 - $51.61 $139K - $159K
19.1K $891K
WTMF
Wisdomtree Tr Managed Futures

ETFs
3.89K
New
$34.6 - $36.99 $135K - $144K
3.89K $135K
FCG
First Tr Exchange Traded Fd

ETFs
5.48K
New
$22.98 - $26.48 $126K - $145K
5.48K $134K
JMBS
Janus Detroit Str Tr Henderson

ETFs
3.05K
New
$44.03 - $46.65 $134K - $142K
3.05K $134K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
2.36K
New
$56.27 - $69.89 $133K - $165K
2.36K $134K
LNT
Alliant Energy Corp

Utilities
7.98K
+ 3.65%
$56.24 - $63.63 $449K - $508K
227K $13.4M
IEX
Idex Corp

Industrials
4.12K
+ 2.91%
$202.75 - $236.06 $835K - $972K
146K $30.5M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
3.42K
New
$37.97 - $38.95 $130K - $133K
3.42K $133K
FLJP
Franklin Templeton ETF Tr

ETFs
4.62K
New
$28.25 - $30.5 $131K - $141K
4.62K $132K
FPRO
Fidelity Covington Tr

ETFs
7.75K
+ 36.02%
$21.89 - $24.47 $170K - $190K
29.3K $652K
KORP
American Centy ETF Tr Diversif

ETFs
2.82K
New
$45.76 - $48.27 $129K - $136K
2.82K $129K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.24K
New
$100.18 - $109.1 $124K - $135K
1.24K $129K
LEGR
First Tr ETF Indxx Innovation

ETFs
2.76K
New
$45.88 - $48.22 $127K - $133K
2.76K $128K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.7K
New
$47.58 - $48.56 $128K - $131K
2.7K $128K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
2.41K
New
$53.0 - $55.5 $127K - $133K
2.41K $127K
OMFL
Invesco Exchange Traded Self I

ETFs
2.36K
New
$52.49 - $56.58 $124K - $133K
2.36K $127K
NMFC
New Mountain Finance Corp

Financial Services
11.2K
New
$10.68 - $11.94 $120K - $134K
11.2K $126K
TTE
Total Energies Se

Energy
1.84K
+ 10.88%
N/A
18.7K $1.28M
NFG
National Fuel Gas CO

Energy
2.06K
+ 50.17%
$58.89 - $64.23 $121K - $133K
6.18K $374K
AHYB
American Centy ETF Tr Select H
2.73K
New
$45.26 - $46.44 $124K - $127K
2.73K $124K
RGA
Reinsurance Group Of America Inc

Financial Services
632
+ 23.3%
$201.26 - $231.95 $127K - $147K
3.34K $714K
IFGL
Ishares International Develope

ETFs
6.4K
New
$18.78 - $22.81 $120K - $146K
6.4K $123K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.65K
New
$74.68 - $81.45 $123K - $134K
1.65K $123K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
2.24K
New
$54.29 - $59.49 $121K - $133K
2.24K $122K
FSMD
Fidelity Covington Tr Small Mi

ETFs
3.14K
+ 7.08%
$40.75 - $44.85 $128K - $141K
47.5K $1.96M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.2K
+ 9.96%
$73.49 - $86.09 $88K - $103K
13.2K $1.02M
HOPE
Hope Bancorp Inc

Financial Services
10.1K
+ 92.72%
$12.08 - $14.35 $122K - $145K
21K $257K
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.85K
New
$65.08 - $73.72 $120K - $136K
1.85K $121K
BDN
Brandywine Realty Trust

Real Estate
21K
+ 122.3%
$5.07 - $6.53 $107K - $137K
38.2K $213K
TQQQ
Proshares Ultrapro Qqq

ETFs
1.16K
+ 28.52%
$69.42 - $93.29 $80.5K - $108K
5.22K $413K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
4.27K
New
$26.5 - $28.18 $113K - $120K
4.27K $118K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.46K
New
$47.77 - $51.75 $117K - $127K
2.46K $118K
UNM
Unum Group

Financial Services
430
+ 6.72%
$58.88 - $77.07 $25.3K - $33.1K
6.83K $498K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.91K
+ 8.76%
$35.45 - $40.33 $139K - $158K
48.6K $1.74M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
5.19K
+ 6.69%
$37.86 - $39.07 $197K - $203K
82.9K $3.15M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
4.75K
New
$24.61 - $25.12 $117K - $119K
4.75K $117K
XEL
Xcel Energy Inc

Utilities
1.11K
+ 5.99%
$62.16 - $72.92 $69.2K - $81.2K
19.7K $1.33M
DNP
Dnp Select Income Fund Inc

Financial Services
13.2K
New
$8.82 - $9.96 $117K - $132K
13.2K $116K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
698
+ 26.9%
$107.32 - $127.74 $74.9K - $89.2K
3.29K $405K
NVST
Envista Holdings Corp

Healthcare
6.19K
+ 59.2%
$17.7 - $22.33 $110K - $138K
16.7K $321K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3.35K
New
$33.7 - $37.69 $113K - $126K
3.35K $115K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
14.4K
+ 10.65%
$18.47 - $19.96 $265K - $287K
149K $2.76M
KLAC
Kla Corp

Technology
456
+ 37.81%
$614.46 - $829.55 $280K - $378K
1.66K $1.05M
LHX
L3 Harris Technologies, Inc.

Industrials
797
+ 41.66%
$208.94 - $264.22 $167K - $211K
2.71K $569K
FMF
First Trust Managed Futures St

ETFs
2.29K
+ 5.51%
$46.63 - $49.57 $107K - $114K
43.9K $2.09M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.06K
+ 9.53%
$25.3 - $26.31 $153K - $160K
69.7K $1.78M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.74K
New
$40.26 - $42.88 $110K - $117K
2.74K $110K
FXO
First Tr Exchange Traded Fd Fi

ETFs
2.01K
New
$50.63 - $59.0 $102K - $119K
2.01K $109K
LIT
Global X Fds Global X Lithium

ETFs
2.68K
New
$40.78 - $48.97 $109K - $131K
2.68K $109K
Activity Summary
Buys All Purchases 1630 New Holdings 952 Increased Positions 678 Sells All Sells 480 Reductions 480 Sold out 0 Options Calls 0 Puts 0
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